B.S. with honors, Finance and Economics, Iowa State University; M.B.A., Arizona State University
International finance, investment security analysis and portfolio management, and personal finance
Security analyst, personal trust investment portfolio manager, employee benefit investment portfolio manager, and as a partner in an independent investment counseling firm
Arizona State University: 1997-Present
Professional Leadership and Service
Chartered Financial Analyst (CFA), a designation awarded by The CFA Institute in Charlottesville, Virginia; past-president of the Phoenix CFA Society; Certified Employee Benefit Specialist (CEBS), a designation awarded by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.
ASU is a tier 1 research university and W. P. Carey is proud of its strong tradition of teaching and classroom excellence. Our students directly benefit from the research and theories our faculty brings into the classroom. Below is a list of courses being taught during the current semester by this faculty member. Click a course to view it in the ASU course catalog.
FIN 123 - ASU Financial Literacy
A practical approach to financial challenges faced by ASU students. Emphasizes financial choices likely to be encountered while at ASU, as well as issues to be encountered immediately upon graduation. Topics include credit cards, student loans, credit scores, saving, investing, insurance, transportation, housing, taxes, goal setting and budgeting.
FIN 300 - Fundamentals of Finance
Theory and problems in financial management of business enterprises.
FIN 331 - Financial Markets/Institutions
Analyzes financial markets and intermediaries. Theory of financial intermediation, interest rate theory, money and capital market instruments, and government regulation.